Chartered Accounting & Taxation Services

At S&S our understanding of tax legislation, specialist skills and deep industry knowledge help our clients realise planning opportunities, meet their compliance responsibilities, and communicate this to the markets and regulators.

We work with businesses at every stage of their life cycle, from early-stage founder, family owned or complex larger group structures. Our clients come from various industries including but not limited to Venture Capital, Manufacturing, Professional Services, PR & Communications, Advertising, Media, Film & Production, Early Stage Technology, and many more.

Our team of qualified Tax & Compliance experts have over 20 years of experience managing our clients Taxation and Compliance affairs. We have worked closely with many of our clients over this period.

Manage Compliance Obligations

We proactively manage our clients’ compliance obligations such that there are no surprises.

Structure 12 Month Service Plan

We then structure a 12-month service plan that meets those compliance requirements so that each client is aware of their significant dates for lodgement and deadlines.

Establish Requirements

We establish upfront what our clients’ requirements are and ensure that all their compliance needs have been met.

Our services include but are not limited to:

Tax compliance for all individual & entity types including self-managed superannuation funds and deceased estates;
Liaison with the ATO and ASIC to meet obligations;
Business Activity / Instalment Activity Statements
GST obligations
Financial Reporting
Company secretarial obligations
Review of your current structure and how that may be improved
Capital Table Maintenance including Employee Share Ownership Plans
Liaison with Auditors
Liaison with banks and mortgage brokers
Preparation of ESVCLP tax statements
Preparation and lodgement of Employee Share Scheme Annual Reports

Tax Advisory Services

Our specialists provide advice across a broad spectrum of matters including:

Structuring advice including set up and incorporation of company, trust and superannuation structures
Capital Gains Tax advice
Fringe Benefits Tax advice
Tax Planning and minimisation strategies
Remuneration planning and salary packaging
Staff Incentivisation schemes and alternatives

Estate planning
Exit strategies advice
Specialist advice regarding Payroll tax, PAYG Withholding, & Superannuation
GST Advice
Stamp Duty & Land Tax Advice

Frequently Asked Questions

We are highly experienced in onboarding our Accounting and Tax clients and it’s more seamless than you would think. After our initial meeting to understand your requirements, we will ask you to provide all of the historic tax & accounting information that you have available. Where you don’t have copies, we will liaise with your previous accountant to request this information directly. We then request access to your accounting system, set you up on our internal digital systems for Tax, ASIC and Accounting and keep you in the loop once all done.

For each of our clients we prepare detailed tax plans after the March BAS has been lodged. This tax planning covers your whole group, company, trusts, individuals and superannuation funds. We predict the end of year financial outcomes for the final quarter and year to date tax payments and obligations. We then prepare a series of scenarios to enable us to discuss alternative outcomes to meet your needs and manage your respective tax profiles. When we then prepare your year-end work the hard work has been planned up front.

Taxation

Dec

2025

Tax-Smart Asset Structures Every High-Net-Worth Individual Should Know (With Examples)

By Mark Churchmichael, Head of Tax and Compliance Managing wealth efficiently isn’t only about choosing the right investments – it’s about owning them in the right structure. For high-net-worth Australians, the difference between holding ass...

Taxation

Dec

2025

Navigating the Festive FBT Minefield: Your Guide to a Tax-Smart Christmas Party

The annual end-of-year celebration is a vital way to thank your team and clients, but for Australian businesses, it comes with a complex and often misunderstood tax burden: Fringe Benefits Tax (FBT). Classifying your Christmas event as “ente...

Taxation
Virtual CFO

Nov

2025

Navigating Your ESOP Offer: A Tax Guide for Executives

Congratulations on your new executive role! Receiving an Employee Share Ownership Plan (ESOP) package – whether as shares, options, or rights – is a powerful component of modern remuneration, designed to align your long-term wealth wit...

Kim was a Director of PDY Partners when she was first recommended to me. At a time when my start up business needed accountancy and helpful financial advice, I was looking for someone I could trust to give me the best advice. Here we are six years on. Kim is someone I can trust. When it comes to business or financial advice I guess we’re all looking for the best advice we can get, from someone we can trust.
David Taylor, Commercial/Brand Strategist, Ink Project